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Document Requests·支援代碼DOC-001

Document Management Overview

Manage document distribution, collection, and approval in one place. Admins send requests; employees submit or acknowledge electronically.

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Workvell's document management replaces paper, email, and chat for document workflows. Admins send requests, employees submit or acknowledge, and admins approve — all tracked in real time.

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■ Distribute (Company → Employee)

　Share updated regulations, notices, or policy documents. Employees record acknowledgment after reading.

■ Collect (Employee → Company)

　Collect onboarding forms, tax declarations, health check results, etc. Admins review and approve or reject.

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Sent (pending_action) → Viewed → Submitted → Under Review → Approved / Rejected

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1- Dashboard → Document Management (Admin) → Request list & approvals1- Dashboard → Document Management (Admin) → Create new request

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1- Dashboard → Document Inbox → Request list & submission

使用範例

Updated work rules → admin sends as 'distribute' to all employees → employees acknowledge → admin confirms completion

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Admin: Setting Up Document Categories & Types

Before sending requests, set up categories and document types, including approval flow and e-signature requirements.

Admin: How to Send a Document Request

Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.

Admin: Reviewing, Approving & Rejecting Submissions

When an employee submits a document, its status becomes 'Submitted.' Admins review the content, then approve or reject.

Employee: Receiving & Submitting Documents

When an admin sends a document request, you receive a notification. Check your inbox, acknowledge distributed documents, or upload and submit collected documents.

同分類文章

Admin: Setting Up Document Categories & Types

Before sending requests, set up categories and document types, including approval flow and e-signature requirements.

Admin: How to Send a Document Request

Send document requests by selecting target employees, document type, and due date. Bulk sending to multiple employees is supported.

Admin: Reviewing, Approving & Rejecting Submissions

When an employee submits a document, its status becomes 'Submitted.' Admins review the content, then approve or reject.

Employee: Receiving & Submitting Documents

When an admin sends a document request, you receive a notification. Check your inbox, acknowledge distributed documents, or upload and submit collected documents.

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